Q4 2024 |
54 |
$78.3M |
+$11.9M |
-$14.5M |
-$2.55M |
TSM, NEE, ETN, LIN, VRT
|
13F-HR |
1/30/2025, 12:06 PM |
Q3 2024 |
50 |
$83.2M |
+$15.4M |
-$10.6M |
+$4.87M |
TSM, NEE, ETN, FSLR, LIN
|
13F-HR |
10/15/2024, 09:29 AM |
Q2 2024 |
49 |
$73.5M |
+$16.4M |
-$7.94M |
+$8.42M |
TSM, FSLR, LIN, ETN, HASI
|
13F-HR |
8/5/2024, 08:58 AM |
Q1 2024 |
47 |
$64.3M |
+$10.6M |
-$42.1M |
-$31.4M |
LIN, TSM, FSLR, ENPH, HASI
|
13F-HR |
4/19/2024, 09:11 AM |
Q4 2023 |
58 |
$95.5M |
+$18.8M |
-$35.1M |
-$16.3M |
LIN, FSLR, ENPH, BE, FLNC
|
13F-HR |
1/26/2024, 11:05 AM |
Q3 2023 |
74 |
$105M |
+$20.6M |
-$12.9M |
+$7.66M |
FSLR, LIN, FLNC, ON, SEDG
|
13F-HR |
10/30/2023, 09:41 AM |
Q2 2023 |
80 |
$130M |
+$19.1M |
-$9.24M |
+$9.91M |
SEDG, FSLR, ENPH, ALB, LIN
|
13F-HR |
8/4/2023, 08:48 AM |
Q1 2023 |
82 |
$137M |
+$27.1M |
-$11.6M |
+$15.5M |
SEDG, ENPH, FSLR, ALB, LIN
|
13F-HR |
4/25/2023, 10:22 AM |
Q4 2022 |
89 |
$145M |
+$34.5M |
-$8.04M |
+$26.4M |
ENPH, SEDG, NEE, ALB, FSLR
|
13F-HR |
1/20/2023, 08:12 AM |
Q3 2022 |
74 |
$128M |
+$11.6M |
-$5.09M |
+$6.54M |
ENPH, ALB, SEDG, NEE, SQM
|
13F-HR |
11/3/2022, 08:44 AM |
Q2 2022 |
76 |
$125M |
+$10.4M |
-$9.63M |
+$765K |
ENPH, SEDG, ALB, SQM, TRMD
|
13F-HR |
8/4/2022, 10:55 AM |
Q1 2022 |
81 |
$157M |
|
|
|
ENPH, SEDG, ALB, AMRC, PLUG
|
New Holdings |
4/25/2022, 11:15 AM |
Q1 2022 |
81 |
$157M |
+$42.2M |
-$11.2M |
+$31M |
ENPH, SEDG, ALB, AMRC, PLUG
|
13F-HR |
4/11/2022, 12:22 PM |
Q4 2021 |
66 |
$146M |
|
|
|
ENPH, ALB, NEE, AMRC, SEDG
|
New Holdings |
2/10/2022, 12:04 PM |
Q4 2021 |
66 |
$146M |
+$29.5M |
-$9.97M |
+$19.5M |
ENPH, ALB, NEE, AMRC, SEDG
|
13F-HR |
2/7/2022, 11:44 AM |
Q3 2021 |
60 |
$146M |
+$21.6M |
-$4.54M |
+$17.1M |
ALB, ENPH, FUTU, NEE, HASI
|
13F-HR |
10/20/2021, 10:31 AM |
Q2 2021 |
50 |
$151M |
+$32M |
-$28.2M |
+$3.78M |
FUTU, ENPH, PLUG, RUN, HASI
|
13F-HR |
7/23/2021, 10:16 AM |
Q1 2021 |
52 |
$144M |
+$39.6M |
-$30.2M |
+$9.39M |
FUTU, ENPH, PLUG, BILI, TPIC
|
13F-HR |
4/29/2021, 09:04 AM |
Q4 2020 |
51 |
$134M |
|
|
|
PLUG, ENPH, BILI, RUN, HASI
|
13F-HR |
2/11/2021, 09:10 AM |